YorkBridge Wealth Partners’s General Dynamics GD Stock Holding History

YorkBridge Wealth Partners’s Portfolio GD Stock Details GD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-509	Closed	-$93K	–	354
2019 Q2	$93K	Sell	509 -4	-0.8%	-$689	0.04%	297
2019 Q1	$87K	Sell	513 -27	-5%	-$4.55K	0.04%	298
2018 Q4	$85K	Buy	540 +11	+2%	+$1.97K	0.05%	270
2018 Q3	$109K	Sell	529 -69	-12%	-$13.5K	0.05%	268
2018 Q2	$111K	Sell	598 -177	-23%	-$36.2K	0.05%	276
2018 Q1	$169K	Sell	775 -14	-2%	-$3.04K	0.08%	198
2017 Q4	$167K	Sell	789 -203	-20%	-$41.5K	0.08%	196
2017 Q3	$204K	Hold	992	–	–	0.11%	170
2017 Q2	$198K	Buy	992 +5	+0.5%	+$979	0.11%	172
2017 Q1	$192K	Sell	987 -59	-6%	-$10.9K	0.1%	173
2016 Q4	$180K	Buy	+1,046	New	+$171K	0.11%	163

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

YorkBridge Wealth Partners's GD Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of General Dynamics (GD) in Q3 2019, closing a stake of 509 shares — an estimated $93K sold.

YorkBridge Wealth Partners first reported a position in GD in Q4 2016 and held it in 11 quarters. The position peaked at $204K in Q3 2017. 1,085 funds tracked by Wall St. Rank hold GD as of Q3 2019.

YorkBridge Wealth Partners reported no remaining General Dynamics position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 509 General Dynamics shares in Q3 2019, an estimated $93K.
YorkBridge Wealth Partners first reported a position in General Dynamics in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's General Dynamics position peaked at $204K in Q3 2017.
1,085 funds tracked by Wall St. Rank held General Dynamics as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.